Premier Path Wealth Partners, LLC Incresed Positions in Q2 2025

Premier Path Wealth Partners, LLC

  • $718 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
3.42K
+ 2.48%
$94.31 - $157.99 $323K - $540K
141K $22.3B
MSFT
Microsoft Corp

Technology
1.51K
+ 2.94%
$354.56 - $497.45 $537K - $753K
53K $26.4B
AVGO
Broadcom Inc.

Technology
220
+ 0.67%
$146.29 - $275.65 $32.2K - $60.6K
33K $9.09B
META
Meta Platforms, Inc.

Communication Services
593
+ 4.04%
$484.66 - $738.09 $287K - $438K
15.3K $11.3B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
27.6K
+ 18.07%
$49.48 - $61.22 $1.37M - $1.69M
181K $11B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
48.1K
+ 839.19%
$48.13 - $49.85 $2.31M - $2.4M
53.8K $2.64B
XLF
Financial Sector Spdr

ETFs
25.6K
+ 11.61%
$43.92 - $52.37 $1.13M - $1.34M
246K $12.9B
AMZN
Amazon Com Inc

Consumer Cyclical
249
+ 0.42%
$167.32 - $223.3 $41.7K - $55.6K
60.1K $13.2B
NFLX
Netflix Inc

Communication Services
90
+ 2.58%
$855.86 - $1339.13 $77K - $121K
3.58K $4.8B
JPM
Jpmorgan Chase & CO

Financial Services
1.06K
+ 4.34%
$210.28 - $289.91 $223K - $307K
25.5K $7.4B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.71K
+ 4.94%
$152.42 - $182.82 $414K - $496K
57.6K $10.5B
IVV
Ishares Core S&P 500 ETF

ETFs
1.17K
+ 17.29%
$498.8 - $620.9 $583K - $725K
7.92K $4.92B
XLC
Select Sector Spdr Tr Communic

ETFs
181
+ 0.2%
$86.13 - $108.53 $15.6K - $19.6K
89.8K $9.75B
XLI
Industrial Sector Spdr

ETFs
740
+ 1.28%
$116.42 - $147.52 $86.2K - $109K
58.6K $8.65B
PLTR
Palantir Technologies Inc.

Technology
625
+ 3.51%
$74.01 - $144.25 $46.3K - $90.2K
18.4K $2.51B
DGRO
Ishares Core Dividend Growth E

ETFs
5.53K
+ 3.29%
$55.22 - $63.94 $305K - $353K
173K $11.1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.6K
+ 5.35%
$90.56 - $109.49 $326K - $394K
70.9K $7.75B
DIS
Walt Disney CO

Communication Services
1.65K
+ 8.41%
$81.72 - $124.01 $135K - $204K
21.2K $2.63B
ORCL
Oracle Corp

Technology
543
+ 7.93%
$122.82 - $218.63 $66.7K - $119K
7.39K $1.62B
COF
Capital One Financial Corp

Financial Services
2.42K
+ 56.32%
$150.57 - $212.76 $364K - $514K
6.7K $1.43B
NOW
Service Now, Inc.

Technology
254
+ 15.24%
$721.65 - $1040.18 $183K - $264K
1.92K $1.97B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
1.08K
+ 0.73%
$32.02 - $39.74 $34.5K - $42.9K
150K $5.93B
HD
Home Depot, Inc.

Consumer Cyclical
1.71K
+ 26.16%
$335.24 - $380.78 $572K - $650K
8.23K $3.02B
INTU
Intuit Inc

Technology
202
+ 9.93%
$544.07 - $787.63 $110K - $159K
2.24K $1.76B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
8.46K
+ 3.98%
$49.73 - $51.44 $421K - $435K
221K $11.4B
AXP
American Express CO

Financial Services
824
+ 17.66%
$231.39 - $318.98 $191K - $263K
5.49K $1.75B
Blackrock Inc
104
+ 2.99%
N/A
3.58K $3.76B
Ge Vernova Inc
181
+ 11.73%
N/A
1.72K $913M
AVLV
American Centy ETF Tr Avantis
2.49K
+ 2.87%
$56.85 - $68.21 $141K - $170K
89.3K $6.09B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.31K
+ 71.78%
$96.84 - $99.46 $418K - $429K
10.3K $1.02B
GS
Goldman Sachs Group Inc

Financial Services
143
+ 7.05%
$462.22 - $707.75 $66.1K - $101K
2.17K $1.54B
IBM
International Business Machines Corp

Technology
523
+ 9.22%
$221.03 - $294.78 $116K - $154K
6.2K $1.83B
BAC
Bank Of America Corp

Financial Services
3.18K
+ 7.38%
$34.39 - $47.46 $109K - $151K
46.3K $2.19B
CRWD
Crowd Strike Holdings, Inc.

Technology
416
+ 40.08%
$321.63 - $509.31 $134K - $212K
1.45K $740M
WMT
Walmart Inc.

Consumer Defensive
919
+ 3.42%
$81.79 - $99.98 $75.2K - $91.9K
27.8K $2.72B
NKE
Nike, Inc.

Consumer Cyclical
2.41K
+ 10.11%
$53.27 - $72.04 $129K - $174K
26.3K $1.87B
CEG
Constellation Energy Corp

Utilities
263
+ 12.71%
$170.96 - $322.76 $45K - $84.9K
2.33K $753M
QQQ
Invesco Qqq Trust, Series 1

ETFs
14
+ 0.36%
$416.06 - $551.64 $5.82K - $7.72K
3.94K $2.18B
UBER
Uber Technologies, Inc

Technology
795
+ 6.45%
$64.62 - $93.3 $51.4K - $74.2K
13.1K $1.22B
WFC
Wells Fargo & Company

Financial Services
1.59K
+ 6.82%
$60.98 - $80.12 $97.1K - $128K
25K $2B
C
Citigroup Inc

Financial Services
1.38K
+ 9.53%
$58.13 - $85.12 $80.3K - $118K
15.9K $1.35B
APH
Amphenol Corp

Technology
1.21K
+ 20.32%
$59.09 - $98.75 $71.7K - $120K
7.18K $709M
MS
Morgan Stanley

Financial Services
554
+ 5.82%
$99.83 - $140.86 $55.3K - $78K
10.1K $1.42B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.04K
+ 3.07%
$116.93 - $119.39 $239K - $244K
68.5K $8.15B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.45K
+ 3.12%
$82.21 - $83.12 $284K - $287K
114K $9.44B
COST
Costco Wholesale Corp

Consumer Defensive
135
+ 4.02%
$908.13 - $1056.85 $123K - $143K
3.49K $3.46B
VTI
Vanguard Total Stock Market Et

ETFs
397
+ 7.21%
$243.75 - $303.93 $96.8K - $121K
5.9K $1.79B
AMAT
Applied Materials Inc

Technology
443
+ 8.63%
$126.95 - $183.52 $56.2K - $81.3K
5.58K $1.02B
MA
Mastercard Inc

Financial Services
368
+ 7.82%
$479.92 - $590.74 $177K - $217K
5.08K $2.85B
Activity Summary
Buys All Purchases 251 New Holdings 27 Increased Positions 224 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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